New Button

Table of contents

Function

The [New] button allows you to add a Product from scratch to your Catalog via the Product Explorer.

This allows to you add a new Product from "scratch" to your Catalog for use in Projects and Service Orders. You can use this function when the Product is not available to be downloaded from D-Tools via the Add From Library feature.

Details

The [New] button will open a New Product interface:

Required Fields

Manufacturer, Model, and Category are required fields, everything else is optional. What fields you fill in for a Product will depend on what the Product is and how you intend to use it SI 2017. For a detailed description of all fields, see Equipment, Speakers, or Wire.

Considerations

"Proposal" Fields

If you are just interested in "proposal ready" vs. "drawing ready" Products, then you will likely want to enter the following fields in addition to the required fields: Manufacturer, Model, and Category.

Field

Tab

Purpose

Subcategory

General

Helps you find Products quickly

Image

General

Can be displayed next to the Product on Proposals

Short/Long Description

Description

If a Long Description is entered, it will display on Proposal reports vs. the Short Description

Unit Cost

Price

There are three Price Types, enter at least one Unit Cost - this is what the Product costs you

Unit Price

Price

There are three Price Types, enter at least one Unit Price - this is what you sell the Product for

Phase

Price

This identifies the Phase where the Product will be installed, and also holds your labor rate if you are charging for labor this way. See Labor Considerations.

Labor Hours

Price

This field is for the estimated hours to install the Product. It multiplies by the Phase rate assigned to the Product if you are charging for labor this way. See Labor Considerations.

"Drawing" Fields

If you intend the Products you are entering from "scratch" to be used on drawings, namely the Elevation and Schematic pages/sheets in our Visio/AutoCAD interfaces, then you should also enter the following fields.

Field

Tab

Purpose

Height

Specifications

This measurement is used for Elevation shapes/blocks in the Visio/AutoCAD interfaces.

Width

Specifications

This measurement is used for Elevation and scaled Plan shapes/blocks in the Visio/AutoCAD interfaces.

Depth

Specifications

This measurement is used for Elevation and scaled Plan shapes/blocks in the Visio/AutoCAD interfaces.

Inputs/Outputs

I/O's

These are used for Schematic shapes/blocks in the Visio/AutoCAD interfaces.